GET A FINANCIAL PLAN BUILT FOR CREATORS
The Challenges Creators Face
Earning more is exciting — but managing your money as a business can be overwhelming.
- What should you be setting aside?
- Are you spending too fast?
- How should you plan for the next phase?
You’re not alone. Many creators grow quickly without the tools or support to manage that growth. That’s where we come in.
What We Help With
We guide creators through:
Cash flow structure – Having a simple system to manage your income, spending, and savings.
Business setup guidance – Options for setting up income and protection.
Goal planning – Whether it’s buying a home, scaling back, or building wealth.
Foundational investment education – We help you understand your options.
Ongoing strategic conversations – So you’re not figuring this out alone.
We’re here to support your financial decision-making to help support your continued success in the long term.
Roger Relucio, CFP®, CRPC™
Managing Partner, Financial Advisor
Roger is a principled advisor whose experience and commitment to client success earned him a spot on Forbes’ “Top Next-Generation Wealth Advisors*” list in 2020 and 2021. As a respected leader, he surrounds himself with specialists catering to each client’s unique needs, values, and goals.
Pat Ruffa, CFP®, CRPC™
Partner, Financial Advisor
With a commitment to financial education and straightforward advice, Pat brings clarity to the ever-changing market conditions. By tailoring strategies to his clients’ risk tolerance, time horizon, liquidity needs, and overall investment goals, he builds solid relationships that foster trust and understanding.
Dave M. Kraus, CRPC™
Partner, Financial Advisor
Dave focuses on understanding his client’s financial priorities and goals, crafting customized investment strategies that help turn aspirations into reality. His approach to financial planning is comprehensive and holistic, connecting all aspects of clients’ financial lives to help them prioritize what matters most. Having a well-designed plan for success gives his clients a sense of comfort and security.
The 2020 & 2021 Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, awarded to Roger Relucio, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
2024 Five Star Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
AdvisorHub issued Roger Relucio 250 Advisors To Watch (under $1B) on 6/12/25 based on the following eligibility requirements and data for 12/31/23 – 12/31/24: 7+ years experience, $150+ mil in assets under management, 2+ years at current firm, regulatory history, scale, growth and professionalism. A total of 1984 applications were received and included team member/self-nominations with 700 award recipients being recognized among several sub-categories: RIAs (fee-only), Over $1bil, Under $1bil, Next Gen, Women, Solo, and Advisors to Watch. No fee was paid to participate or promote the award. This recognition is not an endorsement nor is it based on or indicative of any one client’s experience with the financial advisor, past investment performance or a guarantee of future results.
